The Wesleyan Podcast

In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Wesleyan Financial Services Specialist Financial Adviser Morna Beattie about what life’s like for NHS Dentists and their finances in Scotland. They cover the various tax bands in Scotland, the importance of financial planning and some of the main topics dentists are contacting us to talk about.   Tax treatment d...

In this week’s edition, brought to you by Wesleyan Financial Services, WFS Head of Division Alec Collie and Regional Manager Wendy Baillie talk about retirement and pensions for medics.    The pair of them answer some of the most asked questions we get from medics covering everything from changes to the NHS Pension Scheme to the big one - when can I retire.   This podcast is for information only a...

This episode, by Wesleyan Financial Services, covers what happens to your estate when you die.   It covers everything from from inheritance tax to working out what will happen to your practice or business   This podcast is for information only and doesn’t constitute financial advice. To talk to a Wesleyan Financial Services Specialist Financial Adviser go to www.wesleyan.co.uk .   Wesleyan Financi...

In this edition, Iain Stevenson, Wesleyan Financial Services Head of Dental, talks to Steve O’Connor, Associate Director of Christie & Co, a specialist business property adviser to dental professionals.   They discuss Christie & Co’s recently published Business Outlook and what it means for dentists and their business and personal finances.   This podcast is for information only and doesn’...

In this edition, we head to university as Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser David Baker talk about pensions for those who work in higher education, in particular the Universities Superannuation Scheme.   This podcast is for information only and isn’t financial advice.   You can find out more about Wesleyan at www.wesleyan.co.uk .   ‘WESLEYAN’ is a tradi...

In this episode, Monica Pacult talks to Rebecca Johnson, a Specialist Financial Planner at Wesleyan Financial Services. They cover the importance of business agreements for dentists and how they improve business continuity, resolving disputes and overall planning for the future, as well as touching upon legacy planning and how it impacts the individuals personally. This podcast is for information...

In this episode, Monica Pacult is talking to legal consultant Sunita Jordan. Sunita specialises in assisting the dentistry profession after beginning her career at the British Dental Association before setting up on her own, providing legal advice to practices before eventually buying into and managing a dental practice herself. This podcast is for information only and doesn’t provide either finan...

  In this special edition for International Men's Day we talk to colleagues from across the Wesleyan Group about issues impacting them as men, covering everything from flexible working with a young family to infertility support, the male menopause and prostate cancer. You can find out more about careers at Wesleyan at careers.wesleyan.co.uk and Wesleyan’s financial advice and products at www.wesle...

In this episode, Monica Pacult talks to professional footballer turned to Wesleyan Financial Services Specialist Financial Adviser Craig Barr. They cover his former career on the pitch, as well as what made him hang up his boots to become an adviser and what he enjoys most about his new role. This podcast is for information only and isn’t financial advice. Please note: Specialist Financial Adviser...

It’s back to basics in this episode as we outline the benefits of financial advice. Alec Collie, Wesleyan Financial Services Head of Medical talks to regional manager Wendy Baillie beginning with the simple question ‘Why choose Wesleyan?’ and delve deeper into financial planning after that. This podcast is for information only and isn’t financial advice. Please note: Specialist Financial Advisers...

In this episode, Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser William Adams talk about the Teachers Pension Scheme, how it works, it’s benefits and how and when they Teachers can start to get it. This podcast is for information only and isn’t financial advice. Please note: Specialist Financial Advisers referred to throughout the podcast are part of Wesleyan Financ...

In this episode, we travel to Belfast to speak to talk to Sarah Lyons and Brenda Baig, two Wesleyan Financial Services Specialist Financial Advisers, about the financial concerns of medics in Northern Ireland. The pair of them cover a wide range of topics that are impacting doctors in Northern Ireland such as retirement planning and the benefits of the NHS Pension Scheme and how Wesleyan has a hug...

In this episode, Laura Whyte is joined by Neil Richardson, Regional Manager for Dentists at Wesleyan Financial Services, and Olivia Miller, one of its Specialist Financial Advisers. hey're talking about financial planning for young dentists and cover the important topics like income protection, mortgages, savings and retirement planning. This podcast is for information only and isn’t financial adv...

In this episode, Graham Leyfield, the Wesleyan Financial Services Account Manager who works with GPs and GP practices around the country, is talking about practice protection. In particular he covers locum insurance and Wesleyan’s Practice Protector Plus product, which provides cover for practices who may be missing key members of staff. This podcast is for information only and isn’t financial adv...

In this edition we look at Primary Care Networks and the financial risks they face. Doing the talking are Paul Forder and Simon Appleyard, who are both Regional Managers for Wesleyan Financial Services, and Account Graham Leyfield who specialises in Locum and Practice protection for GPs and GP practices around the country. Wesleyan Financial Services is a broker and insurance products are provided...

Listen in to our latest podcast with Simon Cosgrove, Dental Specialist Financial Adviser at Wesleyan Financial Services, where we talk about the pros and cons of pension switching and consolidation for dentists. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. This podcast is for information only and isn’t financial or legal advice. Pl...

Laura Whyte and Katrina Rees, Area Sales Manager for Practice Plan, talk about what dentists can expect to happen to their income when moving from the NHS to private practice. As more and more dental practices shift from NHS to private work, maintaining and increasing their income is obviously vital, and Katrina has worked with a lot of practices that have gone through this process and is sharing...

In this edition, Laura Whyte is talking to Wesleyan Financial Services Specialist Financial Advisers for Dentists, Nick Wilton about changes to the self employed status of Associate Dentists. They’ll be discussing the financial risks being missed by practice owners, particularly the question of whether associates are employed or self employed and the importance of contracts and practice agreements...

In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Paul Barnfather about the 2023 Spring Budget and how the changes to Annual and Lifetime Allowances will impact those planning for retirement.   This podcast is for information purposes and should not be taken as financial advice. Tax treatment depends on the individual circumstances of each client and ma...

In this episode, two Wesleyan Financial Services Specialist Financial Advisers, Phillip Carpenter and Diane Taylor, talk about how important planning for retirement is for teachers. They’ll be discussing pension changes that have impacted teachers in recent years, as well as a quick update on the changes made in the Spring 2023 Budget. This podcast is for information purposes and should not be tak...

In this edition, we hear from two Wesleyan Financial Services Specialist Financial Advisers Martin Boaler and Alison Tarrant who will be talking about important planning for retirement is for medics. They discuss pension changes that have affected hospital doctors and GPs, the latest developments around the McCloud Judgement and the importance of not just making plans, but also regularly reviewing...

In this episode Laura Whyte is joined by Wesleyan Financial Services Specialist Financial Adviser Magdelena Harding. They're talking about allowances that are available for tax-efficient savings alongside how the autumn statement delivered by Jeremy Hunt in 2022 will impact those in future. This podcast is for information purposes and should not be taken as financial advice. Tax treatment depends...

In this episode, Laura Whyte and Wesleyan Financial Services Regional Manager Neil Richardson look at how the current landscape is impacting dentists' NHS pensions. The look at the current high inflation, how the aftershocks of the government's Autumn Statement are still being felt and look ahead to the next financial year. This podcast is for information purposes and should not be taken as financ...

In this episode, Laura Whyte talks to Wesleyan Financial Services Regional Manager Michael Copeland about some research that’s been carried out around dentists and their retirement plans. The podcast also ties in with Pensions Awareness Week, which this year takes place between 12 and 16 September. To find out more about Wesleyan's NHS Pension Assessment, go to  Wesleyan.co.uk/campaigns/nhs-pensio...

In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Simon Cosgrove about how dentists can speed up their retirement process. This podcast is for information purposes and should not be taken as financial advice. You can find out more about Wesleyan at  www.wesleyan.co.uk .